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Dynamic Copyholder Templates
Hi all,
Documents can sometimes be missed and not distributed to the right people if they have changed roles or if a new person has joined the team and there has not been time to update the copyholder templates. Has anyone else experienced this?
Would it be possible to create dynamic copyholder templates, i.e. Distribute document IF Job Role “xyz” is TRUE?
If a workaround already exists and I’m not aware, please let me know!! :) Thank you.
Kind regards
Monika Blinstrubyte
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